Live Oak Bank Overview

  • Service
  • Commercial Bank

  • Year Founded
  • 2008

Year Founded

  • Professionals
  • 925


  • Financed Companies
  • 1,817

  • Financings
  • 1,939

  • Serviced Investors
  • 2

Live Oak Bank General Information


Founded in 2008, Live Oak Bank is a commercial bank based in Wilmington, North Carolina that provides financing for small business owners nationwide with a focus on innovation in finance and technology. The firm focuses on financing veterinary practices but also caters to agriculture, pharmacy, healthcare, and other industries. The bank also provides business advisory services, business education, and construction financing.

Contact Information

Year Founded
Service Provider Type
Commercial Bank
Corporate Office
  • 1757 Tiburon Drive
  • Wilmington, NC 28403
  • United States
+1 (866) 000-0000

Live Oak Bank Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Belmont Village Senior Living Mar 2024 00000 0000000
Carson Group Mar 2024 00000 0000000
Modis Dental Partners Jan 2024 00000 0000000
Wags & Wiggles Dec 2023 00000 0000000
CrowdCheck Dec 2023 00000 0000000
Belmont Village Senior Living Dec 2023 00000 0000000
Hughes Ferguson Grigg Dec 2023 00000 0000000
On.Energy Dec 2023 00000 0000000
Silsbee Toyota Dec 2023 00000 0000000
Kesterson-Rush Funeral Home Dec 2023 00000 0000000
You’re viewing 10 of 1,977 services to companies. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Live Oak Bank Co-Lenders (22)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Amegy Bank of Texas Commercial Bank Houston, TX 1
Bain Capital Credit Lender Boston, MA 0 0000
Barings Lender Charlotte, NC 0
Barings Private Credit BDC Business Development Company Charlotte, NC 0
BMO Financial Group Commercial Bank Montreal, Canada 0 00000
Capital One Financial Commercial Bank McLean, VA 0 0000
Centerstone SBA Lending Lender Los Angeles, CA 0 00.00
Citizens Financial Group Commercial Bank Providence, RI 0 0000
Eastward Capital Partners Lender West Newton, MA 1 0000
ING Barings Private Equity Lender New York, NY 1
You’re viewing 10 of 22 co-lenders. Get the full list »

Live Oak Bank Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Live Oak Bank‘s full profile, request access.

Request a free trial

Live Oak Bank Team (63)

Name Title Related Financings Office
James Mahan III Chief Executive Officer & Chairman 0 Wilmington, NC
William Losch III President Wilmington, NC
Walt Phifer Chief Financial Officer Wilmington, NC
Stephanie Mann Executive & Chief Strategy Officer, Strategy 0 Wilmington, NC
Peter Underwood Chief Technology Officer Wilmington, NC
You’re viewing 5 of 63 team members. Get the full list »

Live Oak Bank Board Members (12)

Name Representing Role Since
David Lucht Live Oak Bank Co-Founder & Chief Risk Officer 000 0000
Diane Glossman Live Oak Bank Board Member 000 0000
Glen Hoffsis Self Board Member 000 0000
James Mahan III Live Oak Bank Chief Executive Officer & Chairman 000 0000
Lee Williams III Live Oak Bank Co-Founder and Vice Chairman of the Board of Directors 000 0000
You’re viewing 5 of 12 board members. Get the full list »

Live Oak Bank Subsidiaries (3)

Company Name Industry Location Founded
Reltco Consulting Services (B2B) Tampa, FL 2013
National Assurance Title Other Financial Services Tampa, FL 0000
Live Oak Ventures Corporate Venture Capital Wilmington, NC 0000
To view Live Oak Bank’s complete subsidiaries history, request access »

Live Oak Bank FAQs

  • When was Live Oak Bank founded?

    Live Oak Bank was founded in 2008.

  • Who is the founder of Live Oak Bank?

    James Mahan III and Lee Williams III are the founders of Live Oak Bank.

  • Who is the CEO of Live Oak Bank?

    James Mahan III is the CEO of Live Oak Bank.

  • Where is Live Oak Bank headquartered?

    Live Oak Bank is headquartered in Wilmington, NC.

  • What is the size of Live Oak Bank?

    Live Oak Bank total number of employees/professionals is 925.

  • What service provider type is Live Oak Bank?

    Live Oak Bank's service provider type is Commercial Bank.

  • What companies has Live Oak Bank invested in or acquired?

    Live Oak Bank has invested in or acquired companies like Apiture, Bottom Line Marketing & Public Relations, and Cycle Labs.

  • What are Live Oak Bank subsidiaries?

    Reltco, National Assurance Title, and Live Oak Ventures are subsidiaries of Live Oak Bank.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »